Gravitating towards what scares us: Courtney Reardon and her expedition on Everest

Gravitating towards what scares us: Courtney Reardon and her expedition on Everest

Courtney Reardon, Director of Institutional Equity Sales, BMO Capital Markets is also the 68th American woman to summit Everest, and survive. In this episode, Courtney will tell us about her expedition, and share the insights she gained along the way that can help all of us become more successful at home and at work. Subscribe to the Her Money, Her Way podcast on iTunes  
BMO Financial Group Named to Bloomberg’s Gender-Equality Index for Fourth Year in a Row

BMO Financial Group Named to Bloomberg’s Gender-Equality Index for Fourth Year in a Row

BMO Financial Group today announced that it has been included in the Bloomberg Gender-Equality Index (GEI) for the fourth year in a row. The Index recognizes companies committed to gender equality and inclusivity within the workplace and the community. Since 2017 the index has doubled in size and currently includes 230 companies from 10 sectors across 36 countries. Read...
Succession planning is key for small business owners

Succession planning is key for small business owners

Nearly two in five business owners are wondering who will take over their business and how they will transition it to a successor. However, the majority of them do not have a formal plan to exit their business or preserve the continuity of the business upon retirement. As small business owners shift gears and look to retirement, decisions about when and how to retire will have a significant impact on their personal financial situations and the future of their businesses. As a business owner,...
Receiving an unsolicited offer to sell your business

Receiving an unsolicited offer to sell your business

Many successful business owners have had the experience of receiving an unsolicited phone call from someone offering to buy their business. On occasion, these unsolicited calls lead to a successful transaction, but more often than not the discussions go sideways for a wide variety of reasons. Here are some helpful guidelines for how to proceed when you’re on the receiving end of one of these phone calls. First and foremost, verify the identity of the caller. Separating the contenders from the...
Management Succession Planning

Management Succession Planning

When we speak of “business succession planning” for private companies, some people think only of tax and estate planning, while others may only consider a transition in the share ownership of a business. While those are each important elements of succession planning, on their own they do not cover everything that needs to be included in an effective succession plan. The tax plans or estate plans can quickly become meaningless if nobody is able to run the business. The same goes for the...